Transform Your Accounting Firm ​

Accounting workflow software—also known as accounting workflow management software—helps firms streamline, automate and manage the everyday processes involved in accounting operations. From client onboarding and document collection to financial reporting and approvals, the software brings structure, consistency and efficiency to your firm’s workflow.

ShareFile supports modern accounting teams with streamlined solutions that combine workflow management software for accounting firms with more secure, intelligent document management for accounting. The platform makes it easy to centralize client communications, request and track documents and automate routine tasks—so your team can focus on higher-value work.

Whether you're searching for accounting firm workflow software, document management software for accountants or an end-to-end solution that helps your full client lifecycle, ShareFile software offers a secure, intuitive platform that helps firms of all sizes work more efficiently—and serve clients more effectively. 

Effective document management software for accountants supports accuracy, security and productivity without adding complexity to your workflow. Accountants need tools that simplify how they collect, organize and share sensitive client documents—while keeping teams aligned and deadlines on track.

The ShareFile product goes beyond basic file storage. The platform is purpose-built for the unique needs of accounting firms, offering advanced capabilities like secure file sharing, customizable request lists, e-signatures and automated workflows—all in one place.

ShareFile document management software for accountants helps streamline communication, reduce manual follow-ups and improve client responsiveness. Whether you're managing tax documents, financial statements or internal reviews, ShareFile software helps accounting teams work efficiently and stay prepared year-round.

ShareFile products help automate accounting workflows by eliminating repetitive manual steps and bringing structure to routine processes like document collection, client intake, financial approvals and reporting. With pre-built templates, secure request lists and real-time tracking, firms can reduce back-and-forth and speed up project completion—without compromising accuracy or security.

ShareFile accounting workflow software empowers firms to create repeatable, scalable processes that work across teams and clients. From onboarding new accounts to managing tax season deliverables, your staff can automate key touchpoints and monitor progress at every stage.

Designed as workflow management software for accountants, the ShareFile product centralizes communication, document exchange and task tracking in a single, secure platform—freeing your team to focus on higher-value advisory work instead of chasing files or approvals. 

Yes, ShareFile software is built with the needs of CPA firms in mind, offering enterprise-grade security features that reinforce sensitive client and financial data. Our platform includes advanced encryption, granular access controls, customizable permissions and secure file sharing—making it a trusted solution for firms that manage confidential information daily. With AICPA SOC2 compliance and FINRA/SEC compliance support, ShareFile is ideal for accounting and finance firms alike.

But security is only part of the story. ShareFile capabilities also simplify how CPA firms manage their work. As a complete accounting workflow management software solution, the ShareFile product helps firms reduce risk by centralizing communication, document handling and task tracking in one protected environment. Built-in audit trails, e-signature capabilities and permission-based access give firms confidence with their sensitive documents at every stage. 

For accounting professionals looking to modernize operations without sacrificing control, document management software isn’t just helpful—it’s foundational.

Accounting firms manage a constant flow of sensitive client information, deadlines and compliance requirements, making efficient, secure document handling essential. Without the right tools, teams can lose time chasing files, navigating disconnected systems or exposing themselves to unnecessary risk.

That’s why modern firms turn to specialized document management software for accountants to manage critical files more efficiently and lower manual overhead. These platforms reduce the friction of manual processes, improve collaboration and help maintain compliance across every engagement.

ShareFile products provide secure document management for accounting, along with powerful workflow automation, enabling teams to request files, share updates and track progress—all in one place. ShareFile accounting document management software empowers firms to eliminate bottlenecks, reduce error-prone back-and-forth and provide a smoother experience for clients and staff.

When evaluating accounting workflow software, it’s important to choose a solution that goes beyond basic task tracking. The best platforms simplify automation, enhance document security, and support team collaboration—tailored specifically for the complexities of accounting work.

Look for accounting document management software that helps protect client data while keeping files well-organized and easily accessible. Ideal workflow management software for accounting should offer customizable workflows to help standardize common processes like onboarding, reviews, and tax preparation across clients and teams. You should also choose workflow management software for accountants that supports automated requests and reminders, reducing follow-ups by streamlining file collection, approvals, and client communication. Real-time collaboration features, including secure access controls and shared workspaces, help keep internal teams and clients aligned. And built-in e-signature integration allows firms to streamline approvals and accelerate turnaround times.

ShareFile software delivers all these features—and more—in one modernized, intuitive platform. The product’s accounting firm workflow software, helps firms simplify day-to-day operations and focus more on high-value advisory work.

Yes, ShareFile software is designed to work alongside the accounting software and tools your firm already relies on. Whether you’re using platforms for tax prep, client billing or reporting, ShareFile products support integrations that complement your existing systems and workflows.

As part of a comprehensive accounting workflow management software strategy, ShareFile products help eliminate silos by connecting document-related tasks directly to your day-to-day operations. You can streamline document collection, automate reminders and securely store client files—all without disrupting your established processes.

Many firms use ShareFile software as both their document management software and a flexible integration layer that enhances productivity without sacrificing control. It works behind the scenes to connect people, documents and tools—so your workflows stay efficient and secure.

ShareFile software helps accounting teams save hours on tax engagements by streamlining document collection, automating follow-ups and reducing the time spent searching for files or tracking client responses.

Instead of relying on scattered tools or manual checklists, firms using ShareFile products can send secure document requests, set automated reminders and monitor client activity in real time—all from a single dashboard. As a result, engagement timelines shrink, administrative workload drops and teams spend less time chasing paperwork.

As part of a full solution for workflow management software for accounting firms, the products simplify how you manage tax season from start to finish. It combines secure file sharing with client-facing tools like e-signatures, tracking information and status notifications to help your team move faster and stay organized.

Used by firms of all sizes, ShareFile products serve as both workflow software and document management for accounting, giving tax professionals the structure they need to scale their work without adding complexity.